1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2ARKFELD WEALTH STRATEGIES, L.L.C.

Map pinOMAHA, NE
Phone402-933-1970
NotebookSEC #801-114011
Total AUM
$538M
Employees
8
Clients
939

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3512 N. 163RD PLAZA
OMAHA
NE 68116
United States
Operating Hours
8:00 A.M. TO 4:00 P.M.
Monday - Friday
Phone
402-933-1970

ReceiptFinancials

Total AUM
$538M
Accounts
2,204
Discretionary
$463.4M
Accounts
2,071
Non-Discretionary
$74.6M
Accounts
133

ContactClients

View more in analytics →

Individual Clients
805
AUM
$137.1M
HNW Individual Clients
132
AUM
$399.7M
Charitable Organization Clients
1
AUM
$586K
Corporation or Business Clients
1
AUM
$541K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLIAKSMONESDTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account